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Installed Building Products
IBP

189 hedge funds and large institutions have $1.41B invested in Installed Building Products in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

73% more capital invested

Capital invested by funds: $816M → $1.41B (+$594M)

11% more funds holding

Funds holding: 171 → 189 (+18)

0.63% more ownership

Funds ownership: 68.16% → 68.79% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 74

Holders
189
Holders Change
+18
Holders Change %
+10.53%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
61
Reduced
74
Closed
19
Calls
$8.58M
Puts
–
Net Calls
+$8.58M
Net Calls Change
+$7.94M

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$25M
2
EA
Emerald Advisers
Pennsylvania
+$14.4M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$11.3M
4
BAMCO Inc
BAMCO Inc
New York
+$8.95M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.36M

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$14M
2
WHG
Westwood Holdings Group
Texas
-$13.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.99M
4
HRCM
Hawk Ridge Capital Management
California
-$9.19M
5
Victory Capital Management
Victory Capital Management
Texas
-$8.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$3.89M +$141K +2,541 +5%
CS
52
Credit Suisse
Switzerland
$3.71M +$1.7M +30,776 +133%
Swiss National Bank
53
Swiss National Bank
Switzerland
$3.69M +$554K +10,000 +23%
PPA
54
Parametric Portfolio Associates
Washington
$3.61M -$1.11M -20,061 -28%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$3.54M -$3.32K -60 -0.1%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.26M -$22.2K -400 -0.8%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$3.06M -$271K -4,900 -10%
EFEM
58
Eos Focused Equity Management
New York
$3.06M +$2.47M +44,501 New
UBS Group
59
UBS Group
Switzerland
$3.04M -$1.07M -19,366 -30%
Millennium Management
60
Millennium Management
New York
$2.92M +$64.3K +1,160 +3%
Fisher Asset Management
61
Fisher Asset Management
Washington
$2.77M -$382K -6,890 -15%
RA
62
Royce & Associates
New York
$2.75M +$388K +7,000 +21%
PP
63
PDT Partners
New York
$2.74M -$1.12M -20,300 -34%
HAI
64
Hennessy Advisors Inc
California
$2.61M -$83.1K -1,500 -4%
Citigroup
65
Citigroup
New York
$2.54M +$1.17M +21,181 +134%
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.41M – – –
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.39M +$212K +3,831 +12%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$2.37M +$16.1K +291 +0.9%
CAM
69
ClariVest Asset Management
California
$2.35M +$146K +2,636 +8%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$2.34M -$234K -4,225 -11%
MA
71
Montag & Associates
Georgia
$2.29M – – –
Wells Fargo
72
Wells Fargo
California
$2.24M -$1.04M -18,721 -37%
AQR Capital Management
73
AQR Capital Management
Connecticut
$2.2M -$1.12M -20,297 -39%
AllianceBernstein
74
AllianceBernstein
Tennessee
$2.12M -$4.43K -80 -0.3%
Prudential Financial
75
Prudential Financial
New Jersey
$2.09M -$518K -9,346 -24%
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3
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IBP Hedge Fund Activity: Q2 2020 in Review

189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q2 2020, worth a combined $1.41B — up 73% from $816M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBP positions and 19 closed out — a net gain of 18 holders — while 61 added to existing stakes and 74 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $25M. The largest seller was GMT Capital, cutting an estimated $14M.

  • 189 institutional investors held Installed Building Products (IBP) as of Q2 2020, up from 171 in Q1 2020.
  • Funds reported $1.41B of Installed Building Products stock for Q2 2020, up 73% quarter-over-quarter.
  • 37 funds opened new Installed Building Products positions in Q2 2020 and 19 closed out, a net change of +18 holders.
  • The largest Installed Building Products buyer in Q2 2020 was Wasatch Advisors, an estimated $25M added.
  • The largest Installed Building Products seller in Q2 2020 was GMT Capital, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2020.